How big is Catskill Concierge Inc.'s plan?

Catskill Concierge Inc.'s plan reported $173K in assets and 27 participants for 2025.

Original filing (PDF)20260515220606NAL0008037715065

Catskill Concierge Inc.

Name: Catskill Concierge Inc. — Catskill Concierge 401(k), Form 5500 (2025)
Creator: Catskill Concierge Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catskill Concierge 401(k) Plan

401(k) retirement plan · Catskill Concierge Inc.'s Catskill Concierge 401(k) Plan held $173K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

Plan identifiers

Catskill Concierge Inc.'s EIN is 47-1328257.

EIN 47-1328257

Plan number 001

Plan year 2025

ACK ID 20260515220606NAL0008037715065

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Catskill Concierge Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Catskill Concierge Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CATSKILL CONCIERGE INC

EIN

all filings

Address

910 LENAPE LAKE RD · LIVINGSTON MANOR, NY · 12758

Phone

(703) 609-2970

Industry

Real Estate

Plan administrator